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SCHEDULE 13D/A
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0001104659-26-077403
Stake: 13.50%
Shares: 6,728,262
CUSIP: 008073108
Class: Common Stock, $0.0001 par value
Item 4 — Purpose of Transaction
Item 4 of the Schedule 13D is hereby amended to include the following: On June 16, 2026, each of David Wodlinger and Henry Albers provided separate notices informing the Company of their resignation from the Company's board of directors (the "Board") effective June 17, 2026. Both Mr. Wodlinger and Mr. Albers noted in their separate letters that their decision to resign from the Board is not the result of any disagreement with management on any matter relating to the Company's operations, policies, or practices. As previously disclosed, on May 1, 2025, Mr. Wodlinger and Mr. Albers were appointed to the Board after being named designees of ACP V and ACP VI (collectively, the "Shareholder"), in accordance with the terms of the Shareholder's Agreement, which was previously filed as Exhibit 99.3 to the Schedule 13D. Following the resignations of Messrs. Wodlinger and Albers, the Shareholder retains the right to designate two successor directors to fill the vacancies created by the resignations. As of the date of this report, the Shareholder has not designated any successor directors. Following these resignations, the Board consists of eight directors.
Cross-References
Insider Activity (last 365d)
2 transactions
1 buys · 0 sales · 0 awards/exercises
Issuer Cluster
1 13D/G filings on this issuer
0 other filings besides this one
Filer Track Record
1 filings by this filer
0 other filings in the data moat
Short Interest · settle 2026-07-15
DTC 1.81
3,840,514 shares short · -6.3% vs prior
Institutional Consensus · 2025-12-31
Held by elite portfolio managers
1 holder · $51.35M
Point72 Asset Mgmt
Post-Filing Returns · since 2026-06-17 on AVAV
Anchor price 167.11 on closest trading day on/after 2026-06-17. Source: Yahoo Finance daily adj_close (split + dividend adjusted).
Form 4 Insider Transactions · last 365d
| Date | Insider | Role | Type | Shares | Price | Value |
| 2026-07-10 |
Nawabi Wahid |
director, officer |
F |
5,246 |
$144.58 |
$758K |
| 2026-04-13 |
Smith Robert Fendlay |
officer |
Award |
1,800 |
$194.39 |
$350K |
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